by adminfwc | Nov 20, 2024 | Estate Planning, Financial Planning, Investment, Tax
175 – Considerations for optimal investment returns Question I have seen several stories in social media about the imminent collapse of the American economy. We recently had a major collapse in the Japanese market and also saw the local stock market fall....
by adminfwc | Nov 20, 2024 | Estate Planning, Financial Planning, Investment, Offshore
180 – Reasons why the setting up of a will is crucial Question A lot of companies are offering free wills at the moment. What is the catch and is a will really necessary? Answer Take a look at who is offering the free wills and their motivation for doing so. It...
by adminfwc | Nov 20, 2024 | Estate Planning, Financial Planning, Investment, Tax
181 – Buying an investment property? Here are some numbers to crunch Question I need some financial advice regarding an investment property. I intend selling my existing property for R2m. I will use R1m as a deposit on a new property and invest R1million in a 5...
by adminfwc | Nov 20, 2024 | Estate Planning, Financial Planning, Investment, Tax
182 – Tax-savvy tips around estate duty and other fees Question I am an 80 year old widow and have R5m investment that will be maturing shortly. This provides me with an income of R33 000 a month on which I pay R5 000 in tax. As I also own a property, I am...
by adminfwc | Nov 19, 2024 | Estate Planning, Offshore
15 – The pitfalls of owning foreign property Question We recently sold a property and want to invest the proceeds offshore. Our children are living in England, so we are thinking of buying a property there. We can use it when we go and visit the grandchildren...
by adminfwc | Nov 19, 2024 | Estate Planning, Financial Planning
17 – Retirement annuities are a great estate planning tool Question I retired three years ago and receive a passive income from my business. I own a retirement annuity, which is still active. My broker says I should continue contributing to it. Is this the right...
